Eaton Corporation PLC
Big Tech earnings show how big, smart spending can be rewarded by the market
I am growing tired of the endless bubble talk about all of the data center spending. It’s obvious from this quarter that the bubble talk has been proven wrong; try getting someone to say that, though. So, who do I think I am to go there? Just an observer. One who believes that this was […]
Read More
Here are the 3 big things we’re watching in the stock market in the week ahead
The S & P 500 kept its record run alive last week, boosted by a strong batch of earnings reports that showed the artificial intelligence spending boom isn’t slowing down. Even more earnings are on the way in the coming week. Plus, the jobs market will be under the microscope. The market’s blistering rally in […]
Read More
Jim Cramer says the market powered through a tough earnings week but ‘that doesn’t mean we’re out of the woods yet’
CNBC’s Jim Cramer said the market just powered through the toughest week of earnings “with flying colors,” but warned that next week could be even more treacherous. “All the big techs did well … Everything connected with the data center went bonkers,” the “Mad Money” host said. However, he cautioned against complacency. “That doesn’t mean […]
Read More
Jim Cramer says the market’s biggest winners all have one thing in common
CNBC’s Jim Cramer said there are essentially only two sectors in the market these days — the data center stocks and everything else. “The data center, the data center, the data center,” said the “Mad Money” host. “You probably tempted to say enough already … but this quarter it went mainstream.” The S&P 500 closed […]
Read More
We toured an AI data center to see how our stock names make these facilities work
The part of artificial intelligence that often gets overlooked lives inside data centers like CoreSite’s sprawling complex just outside New York City. CEO Juan Font thinks of his company’s facilities like shopping malls. “You have multiple stores sharing the same building, the same power, the same cooling, but in the digital sense, as opposed to having […]
Read More
Here’s our monthly update on all 31 portfolio stocks, including 3 on the buy list
The CNBC Investing Club held its April Monthly Meeting on Thursday, with Jim Cramer and Jeff Marks, director of portfolio analysis, hashing it out on each stock in the portfolio. The confab came a day after the S & P 500 closed at its first record high since late January, punctuating its dramatic comeback from […]
Read More
Nvidia’s long-awaited stock breakout is proof that patience pays off
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500 on Wednesday made a new intraday high for the year, as the rebound from the Iran war sell-off continued. At one […]
Read More
Lucid names auto industry outsider as CEO, expands Uber deal
Lucid electric vehicles are seen at the New York International Auto Show on April 2, 2026. Danielle DeVries | CNBC Lucid Group has named the former chairman and CEO of Schindler Group, an industrial manufacturer of escalators and elevators, as its new chief executive. Silvio Napoli, who spent nearly 31 years at Schindler, is set […]
Read More
Macquarie: India could emerge as an ‘AI powerhouse’ and names top stocks to watch
Despite being a global software powerhouse, India has been perceived as a laggard in the artificial intelligence space, with no current domestic chip industry or full-scale foundational AI model . But that narrative is set to change, according to Macquarie. The narrative of India as an AI bystander could shift to it being an “AI […]
Read More
Oracle stock rises in premarket on plans to cut thousands of jobs
Oracle Corp. signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Dec. 31, 2025. Michael Nagle | Bloomberg | Getty Images Oracle rose in premarket trading on Wednesday as the multinational tech conglomerate looks to cut thousands of jobs to free up cash to build AI data […]
Read More